Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Glens Falls has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Glens Falls, New York have an average of 20 years of experience.
J. Christopher (Chris) Aiello
JD
Aiello Wealth Management
Qualifications
CRD# 1763863
Firm CRD# 171070
Series 65
Minimum Assets Required
$15,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NORTH COUNTRY INVESTMENT ADVISERS, INC. C/O Glens Falls National Bank, 250 Glen Street Glens Falls, NY, 12801-2161 | $124,166,933 | 1 | 6 | A Percentage of AUM |
2 | SLOAN ADVISORY GROUP, INC. 237 Glen Street, Suite 109 Glens Falls, NY, 12801 | $49,025,236 | 129 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 112554
Assets Under Management $124,166,933
No. Of Clients1
Clients Per Financial Advisor0
NORTH COUNTRY INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Glens Falls, New York. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284325
Assets Under Management $49,025,236
No. Of Clients129
Clients Per Financial Advisor129
SLOAN ADVISORY GROUP, INC. is a financial advisory firm situated in Glens Falls, New York. With a nearly $49M assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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